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<h1>Projects</h1>

<p>
Use the Projects module to create and manage projects for your organization. A project can be associated with multiple tasks and activities pertaining to one or more accounts and opportunities.</p><br>
<p>The Project Home page displays the following information:</p>
<ul>
<li>A New Project Quick Form that you can use to create a project with only a few fields, including the required fields. You can enter additional information after you save the project.</li>
<li>A Search panel where you can enter the project name to search for it.</li><ul><li>To find only projects assigned to you, select the <span class="helpButton">Only my items</span> box.</li><li>To perform an advanced search using additional fields, click the <span class="helpButton">Advanced Search</span> tab. To customize and save the search layout and results, click the <span class="helpButton">Saved Search & Layout</span> link.</li>
</ul>
<li>A list of existing projects along with related information, such as estimated time and actual effort.<ul>
<li>To view the details of a project, click the name in the Project list.
<li>To update or delete multiple projects, select the projects from the list and use the Mass Update sub-panel.
</ul></li>
<li>A Shortcuts section that displays the following options:
<ul> 
<li><span class="helpShortcut">Create Project</span>. Click this option to create a new project. Alternatively, you can use the New Project quick form to create the project and add enter additional information after you save it.



<li><span class="helpShortcut">Project List</span>. Click this option to navigate back to the Projects Home page from a project's detail page.



<li><span class="helpShortcut">Create Project Task</span>. Click this option to create a new project task.
<li><span class="helpShortcut">Project Tasks</span>. Click this option to view a list of tasks for all your projects.



</ul>
